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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

94 hedge funds and large institutions have $166M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
35
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Ascension Asset Management
New York
$4.72M
2
CI
2
CX Institutional
Indiana
$2.24M
3
TCA
3
Taconic Capital Advisors
New York
$1.7M
4
Brown Advisory
4
Brown Advisory
Maryland
$2.44M
5
RW
5
RVW Wealth
California
$1M

Top Sellers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.26M
3
Wells Fargo
3
Wells Fargo
California
$4.34M
4
Bank of America
4
Bank of America
North Carolina
$14.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
51
Pacific Center for Financial Services
California
$350K +$2.1K +31 +0.6%
SFS
52
Sowell Financial Services
Arkansas
$307K +$68 +1 +0%
RFN
53
RDA Financial Network
Iowa
$302K -$150K -2,211 -33%
BWA
54
Beam Wealth Advisors
Louisiana
$283K -$23.1K -341 -8%
VA
55
Valmark Advisers
Ohio
$281K -$1.7K -25 -0.6%
SRC
56
Shufro Rose & Co
New York
$278K – – –
FI
57
Financial Insights
Washington
$273K -$12.8K -189 -4%
MCM
58
Murphy Capital Management
New Jersey
$259K -$10.1K -150 -4%
KAS
59
Kestra Advisory Services
Texas
$257K +$257K +3,818 New
FANJ
60
Financial Architects (New Jersey)
New Jersey
$248K – – –
BCM
61
Boltwood Capital Management
California
$244K – – –
LNC
62
Lincoln National Corp
Pennsylvania
$229K -$150K -2,211 -40%
CWM
63
Cabot Wealth Management
Massachusetts
$220K +$220K +3,242 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$219K +$219K +3,231 New
IA
65
IFG Advisors
Missouri
$201K +$201K +2,969 New
ASN
66
Advisory Services Network
Georgia
$186K -$7.85K -116 -4%
GRP
67
Global Retirement Partners
California
$180K +$73.9K +1,088 +70%
GWM
68
Geneos Wealth Management
Colorado
$97K +$95.7K +107,731 +7,414%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$79K +$79K +1,200 New
DWP
70
Destiny Wealth Partners
Florida
$67K +$67K +994 New
MPCG
71
Matrix Private Capital Group
New York
$60K +$60K +883 New
EIP
72
Ellis Investment Partners
Pennsylvania
$44K +$342 +5 +0.8%
SIM
73
Seaview Investment Managers
Florida
$37K +$7.9K +117 +27%
SPIA
74
Steward Partners Investment Advisory
New York
$33K +$7.43K +108 +29%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$30K +$3.45K +51 +13%
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